Filed July 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,308,479 |
ROMEO WIGGINS & COMPANY, LLP3 years Service code 10 · EIN 56-1668031 110 IOWA LANE STE 101 · CARY, NC 27511 | Accounting | $43,330 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,762 | $96,807-44.5% | $165,100-67.4% | $106,553-49.5% |
| Participation rate | 82.5% | 79.1%+3.4pp | 78.6%+3.9pp | 69.8%+12.7pp |
| Annual return | 11.90% | 17.39%-5.5pp | 70.21%-58.3pp | 17.37%-5.5pp |
| Employer contribution / active EE | $1,100 | $2,888-61.9% | $4,348-74.7% | $3,359-67.3% |
| Participant deferral / active EE | $3,315 | $5,055-34.4% | $6,035-45.1% | $5,562-40.4% |
| Admin fee / account holder | $46 | $66-30.5% | $12,696-99.6% | $80-42.6% |